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JPMorgan Income ETF

445 hedge funds and large institutions have $5.22B invested in JPMorgan Income ETF in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 86

169% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $4.26B → $5.22B (+$965M)

20% more funds holding in top 10

Funds holding in top 10: 4655 (+9)

8% more funds holding

Funds holding: 412445 (+33)

1.32% less ownership

Funds ownership: 63.61%62.29% (-1.3%)

Holders
445
Holders Change
+33
Holders Change %
+8.01%
% of All Funds
5.48%
Holding in Top 10
55
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+19.57%
% of All Funds
0.68%
New
70
Increased
262
Reduced
86
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
351
AFT Forsyth & Company
Florida
$346K
RCA
352
Runnymede Capital Advisors
Ohio
$337K +$342K +7,381 New
MCM
353
MAI Capital Management
Ohio
$336K +$145K +3,139 +75%
EL
354
Essex LLC
Illinois
$325K
SWP
355
Summit Wealth Partners
Florida
$323K
SI
356
Stephens Inc
Arkansas
$320K +$18.5K +400 +6%
MC
357
Matisse Capital
Oregon
$312K +$3.61K +78 +1%
WWWM
358
White Wing Wealth Management
Texas
$311K +$312K +6,747 New
HIP
359
HUB Investment Partners
Texas
$310K -$821K -17,736 -72%
WCM
360
Whitener Capital Management
North Carolina
$310K +$312K +6,731 New
CTC
361
Central Trust Company
Missouri
$305K +$84.2K +1,818 +38%
Cerity Partners
362
Cerity Partners
New York
$299K
SP
363
Sequent Planning
Nebraska
$291K -$20.1K -434 -6%
FFA
364
Fortune Financial Advisors
Kansas
$289K +$291K +6,282 New
IAA
365
Independence Asset Advisors
Pennsylvania
$284K +$285K +6,160 New
JIC
366
Johnson Investment Counsel
Ohio
$283K +$284K +6,140 New
AFP
367
Ausdal Financial Partners
Iowa
$279K +$28.7K +620 +11%
IFG
368
Independent Financial Group
California
$277K +$41.4K +894 +17%
GSEP
369
Golden State Equity Partners
California
$274K +$275K +5,941 New
HWM
370
Howard Wealth Management
Connecticut
$272K +$273K +5,897 New
Northern Trust
371
Northern Trust
Illinois
$271K
AWA
372
Archvest Wealth Advisors
California
$267K +$268K +5,785 New
AWM
373
Alterna Wealth Management
Texas
$261K +$32.6K +704 +14%
EWM
374
Elevation Wealth Management
Minnesota
$261K -$86.6K -1,871 -25%
DFG
375
Dynamic Financial Group
Iowa
$260K +$1.48K +32 +0.6%